Paulson Wealth Management Inc. Invesco Bulletshares 2027 Muni Transaction History
Paulson Wealth Management Inc.
- $353 Million
- Q1 2025
A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 44,514 shares of BSMR stock, worth $1.04 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
44,514
Previous 43,627
2.03%
Holding current value
$1.04 Million
Previous $1.03 Million
1.85%
% of portfolio
0.3%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding BSMR
# of Institutions
118Shares Held
7.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$12.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA441KShares$10.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$7.91 Million0.0% of portfolio
-
Key F Inancial Inc284KShares$6.62 Million1.47% of portfolio
-
Atlantic Union Bankshares Corp279KShares$6.51 Million0.43% of portfolio